Embraer Revenue Hits Record $2.2bn in Q2 2026 as Aircraft Deliveries Rise

Embraer has reported record second-quarter revenue of US$2.2 billion, marking a 23 per cent increase from the same period in 2025.

The aircraft maker’s Q2 2026 revenue reached its highest level for an April-to-June period, supported by stronger business performance and improved sales activity. Adjusted EBIT stood at US$296.9 million, giving the company a 13.3 per cent margin.

Embraer’s financial performance also received a boost from an extraordinary tax credit, tariff exemptions and a stronger outlook. As a result, the company raised its 2026 guidance and now expects an adjusted EBIT margin of between 10 and 10.6 per cent. It also forecasts adjusted free cash flow, excluding Eve, of at least US$400 million.

Adjusted net income climbed to US$218.6 million, compared with US$158 million in Q2 2025. Net income attributable to shareholders reached US$212.6 million, while earnings per ADS increased to US$1.1880 from US$0.4283.

The company invested US$120.8 million during the quarter, up from US$97.5 million a year earlier. Including Eve, total investment reached US$151 million.

Embraer deliveries also strengthened, with 65 aircraft delivered in Q2 2026. That represented a seven per cent year-on-year rise and the company’s strongest second-quarter delivery result in 16 years.

For the first half of 2026, Embraer deliveries reached 109 aircraft, about 20 per cent above the 91 delivered during the same period last year. The company linked the improvement to continued progress in its production levelling efforts.

Can Embraer maintain this strong growth through the rest of 2026?